See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,759 | $126,574-23.6% | $106,213-8.9% | $145,922-33.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.91% | 224.79%-215.9pp | 116.14%-107.2pp | 561.29%-552.4pp |
| Employer contribution / active EE | $1,847 | $3,730-50.5% | $3,171-41.7% | $4,660-60.4% |
| Participant deferral / active EE | $2,838 | $5,724-50.4% | $5,016-43.4% | $6,688-57.6% |
| Admin fee / account holder | $2,825 | $17,304-83.7% | $11,033-74.4% | $13,397-78.9% |